Features and Benefits
Features for Users and standard modules available with the uniDap Platform
Standard features available with uniDap:
 | Document Management |
Manage your company document, policies, procedures, manuals and so on using the uniDap document management system.
Documents can be automatically uploaded to the system from any network drive.
Change control can be used to allow only one version of the document to be changed at a time.
The text within all documents instantly becomes searchable in the system.
Documents can be faxed and emailed from the desktop.
 | Field History |
Every field in the system maintains full historical change control. When a value is changed, who changed it and what they changed it from and to is easily viewed.
 | Dashboard |
Display real-time critical information on the corporate dashboard. Know the cash position and how sales are tracking anytime from anywhere there is an internet connection.
With The uniDap Platform can import data from other software systems and collate it onto a central graphical dashboard.
 | Reporting |
Design your own reports with uniDap’s powerful report writer. Choose which fields you want to display, what filter criteria the user can enter, which values to include or exclude, which columns to total or count, which columns to order by and much more. Save the report as private for your own use or public for others to be able to run.
 | Calendar |
View all important dates on a single screen using the uniDap Calendar. View by day, week or month. Each type of item can be selected to show in the calendar or not while the User is viewing it. For example, if you only want to see dates relating to meetings, then only check the meeting check-box.
 | Searching |
All fields in the system, or any text on any document uploaded to the system, becomes part of the uniDap search engine.
The search engine allows for simple searches and advanced searching. If all the companies records are stored in the one system, the search facility brings all information to your fingertips.
Base Modules available with uniDap:
 | Clients |
Manage all client information in a single system. Attach all reports. Documents, and emails to the client record for easy retrieval, searching and reporting. Scan documents and the system will automatically attach them to the appropriate client record. Fax or email client information from the desktop.
 | Staff |
Administer all staffs details including skills, training and competencies and attach all relevant documentation to the staff record.
Control staffs logons, permissions and access to the system from the same place.
 | Tasks |
Assign and track tasks within the one system. Synchronisation with Outlook will ensure that all tasks are recorded in the one system.
Add a My Responsibilities panel to your home page, so that each users tasks and due dates are evident throughout the day.
Create sub-tasks and assign them to others, the system can ensure the sub-tasks are addressed before allowing the main task to be closed.
 | Contacts |
Synchronisation with Outlook ensures the latest contact information is always available in the system.
Quickly browse or search a list of all your contacts to find phone numbers and email addresses. Click on the email address link to quickly send an email to contacts.
 | Organisations |
Manage information about organisations and businesses your company deals with. Store the organisations contacts details. Quickly browse or search a list of organisations to find phone and fax numbers and email addresses.
 | Leads |
Capture all leads and ensure all they are followed up to maximise the efficiency of your business. When a Lead is won, at the click of a button they convert into a Client.
 | Projects |
Track and manage all details of projects.
Assign tasks, call meetings and create sub-projects which remain attached to the original project.
Tell us what stages your projects run through and we will quickly map the project lifecycle to your way of doing things.
 | Meetings |
Record all details about meetings including agenda and outcomes.
Tasks, projects and new meetings can be created to address action items from within the meeting and remain attached to the meeting record.
The system can be set up to ensure that action items are closed out before allowing the meeting record to be closed.
 | News and Announcements |
Add a panel to your home page to display company news and announcements.
Keep your staff informed about important events throughout the day.